BOILERMAKERS NATIONAL HEALTH & WELFARE FUND: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BOILERMAKERS NATIONAL HEALTH & WELFARE FUND (EIN 36-6090694)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202123149349303732
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T11:48:31-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366090694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOILERMAKERS NATIONAL HEALTH & WELFARE | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOIL | BusinessNameControlTxt |
| Phone | 9139067517 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12200 N AMBASSADOR DRIVE NO 326 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64163 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI JASPERSON | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 9139067517 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORI | PersonFirstNm |
| Person Last | JASPERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG BERTOSSI | PreparerPersonNm |
| PTIN | P00637990 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LORI JASPERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12200 N AMBASSADOR DRIVE NO 326 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,580,166,587 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.BNF-KC.COM | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $230,555,638 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $177,681,267 | CYProgramServiceRevenueAmt |
| PY Investment Income | $41,698,901 | PYInvestmentIncomeAmt |
| CY Investment Income | $59,730,674 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,902 | PYOtherRevenueAmt |
| CY Other Revenue | $5,361 | CYOtherRevenueAmt |
| PY Total Revenue | $272,257,441 | PYTotalRevenueAmt |
| CY Total Revenue | $237,417,302 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $218,975,532 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $197,761,165 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,373,969 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,461,203 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,226,489 | PYOtherExpensesAmt |
| CY Other Expenses | $8,491,937 | CYOtherExpensesAmt |
| PY Total Expenses | $228,575,990 | PYTotalExpensesAmt |
| CY Total Expenses | $207,714,305 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $43,681,451 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,702,997 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,149,045,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,150,310,490 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $78,169,668 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,527,785 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,070,876,101 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,132,782,705 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE HEALTH AND WELFARE BENEFITS FOR 15,566 PARTICIPANTS AND THEIR DEPENDENTS | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONYA PAVELAC-WALKER | PersonNm |
| Phone | 9139067497 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12200 N AMBASSADOR DRIVE SUITE 326 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| RONNIE TRAXLER | |||||||
| MANAGEMENT TRUSTEE - CHAIR | 1.42 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN FULTZ | |||||||
| SEE SCHEDULE O | 0.81 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICK GALLAGHER | |||||||
| SEE SCHEDULE O | 1.04 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHELDON TRAXLER | |||||||
| MANAGEMENT TRUSTEE-VICE CHAIRMAN | 1.04 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| J MICHAEL CARROLL | |||||||
| MANAGEMENT TRUSTEE | 1.54 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH REYNOLDS | |||||||
| MANAGEMENT TRUSTEE | 0.73 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| MARK KEFFELER | |||||||
| SEE SCHEDULE O | 0.65 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| CLAY HERFORD | |||||||
| SEE SCHEDULE O | 0.65 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL WEST | |||||||
| SEE SCHEDULE O | 0.81 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM MULCONNERY | |||||||
| SEE SCHEDULE O | 1.31 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER O'NEILL | |||||||
| SEE SCHEDULE O | 1.69 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY HOWELL | |||||||
| SEE SCHEDULE O | 0.65 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG BELFATTO | |||||||
| MANAGEMENT TRUSTEE | 0.58 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| AARON LANDOLT | |||||||
| MANAGEMENT TRUSTEE | 0.65 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| ED MCWHORTER III | |||||||
| MANAGEMENT TRUSTEE | 0.65 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN VALVO | |||||||
| MANAGEMENT TRUSTEE | 0.65 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| LORI JASPERSON | |||||||
| CHIEF OPERATIONS OFFICER | 23.30 | 46.70 | Yes (X) | $103,228 | $199,058 | $125,623 | |
| MARIO RODRIQUEZ | |||||||
| CHIEF INVESTMENT OFFICER | 10.00 | 40.00 | Yes (X) | $80,976 | $254,137 | $89,351 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $184,204 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $453,195 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $214,974 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | |||||
| 900 COTTAGE GROVE RD BLOOMFIELD C | BLOOMFIELD | CT | 06002 | ADMINISTRATIVE SERVICES | $7,091,369 |
| WILSON-MCSHANE CORPORATION | |||||
| 12200 N AMBASSADOR DRIVE SUITE 400 | KANSAS CITY | MO | 64163 | MANAGEMENT SERVICES | $2,295,151 |
| NATIONAL INVESTMENT SERVICES | |||||
| 777 E WISCONSIN AVE SUITE 2350 | MILWAUKEE | WI | 53202 | INVESTMENT MANAGER | $675,544 |
| INVESCO CORE REAL ESTATE | |||||
| 1101 CALIFORNIA ST SUITE 475 | KANSAS CITY | KS | 66101 | INVESTMENT MANAGER | $600,837 |
| EXPRESS SCRIPTS | |||||
| PO BOX 52150 | PHOENIX | AZ | 85072 | ADMINISTRATIVE SERVICES | $567,247 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $126,042,294 | $126,042,294 |
| EMPLOYEE CONTRIBUTIONS | 525100 | $42,684,775 | $42,684,775 |
| PRESCRIPTION REBATES | 525100 | $8,799,197 | $8,799,197 |
| DELINQUENT EMPLOYER IN | 525100 | $129,492 | $129,492 |
| MEDICARE SUBSIDY | 525100 | $25,509 | $25,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $177,681,267 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,745,362 | TotalRevenueColumnAmt |
| Exclusion | $20,745,362 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,381,734,597 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,342,749,285 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,985,312 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,985,312 | TotalRevenueColumnAmt |
| Exclusion | $38,985,312 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $5,361 | TotalRevenueColumnAmt |
| Exclusion | $5,361 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,361 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $237,417,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $177,681,267 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $59,736,035 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,761,165 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,204 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,237 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,575 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,655 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,532 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,841,916 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,743 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,214 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,150,240 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,538 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,853 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,071 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,946 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,380 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,797 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,197 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOINT COMMITTEE ON ADMI | Desc |
| Total | $42 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,714,305 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,799,590 | BOYAmt |
| EOY | $902,293 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,539,628 | BOYAmt |
| EOY | $52,156,322 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,488,973 | BOYAmt |
| EOY | $8,817,412 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,027 | BOYAmt |
| EOY | $553,588 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,883 | BOYAmt |
| EOY | $31,883 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,764,286 | BOYAmt |
| EOY | $306,697,964 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $607,481,112 | BOYAmt |
| EOY | $776,445,397 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,320,271 | BOYAmt |
| EOY | $4,705,631 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,149,045,769 | BOYAmt |
| EOY | $1,150,310,490 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,227,524 | BOYAmt |
| EOY | $1,932,208 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,599,575 | BOYAmt |
| EOY | $5,326,667 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,342,569 | BOYAmt |
| EOY | $10,268,910 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,169,668 | BOYAmt |
| EOY | $17,527,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,070,876,101 | BOYAmt |
| EOY | $1,132,782,705 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,070,876,101 | BOYAmt |
| EOY | $1,132,782,705 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,149,045,769 | BOYAmt |
| EOY | $1,150,310,490 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $29,702,997 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $32,203,607 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIPS | $181,422,772 | F |
| LIMITED LIABILITY COMPANIES | $213,751,983 | F |
| 103-12 INVESTMENT ENTITIES | $63,968,088 | F |
| COMMON COLLECTIVE TRUST | $288,035,940 | F |
| CAYMAN ISLANDS EXEMPTED COMPANIES | $29,266,614 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $776,445,397 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ORGANIZATION | $99,135 |
| LIABILITY FOR SECURITIES ON LOAN | $9,842,789 |
| DUE TO BROKER | $326,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,268,910 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $264,470,669 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $32,203,607 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $32,203,607 | RevenueNotReportedAmt |
| Revenue Subtotal | $232,267,062 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,150,240 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $5,150,240 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $237,417,302 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $202,564,065 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $202,564,065 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,150,240 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $5,150,240 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $207,714,305 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) UNDER THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED ITS LATEST TAX EXEMPTION LETTER, DATED OCTOBER 27, 1977, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE TAX EXEMPTION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE TRUST WAS QUALIFIED AND THE RELATED TRUST WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Type Of Activities Conducted | INVESTMENT IN CAYMAN ISLAND EXEMPTED COMPANIES | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $29,266,614 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $29,266,614 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $29,266,614 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LORI JASPERSON | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $99,525 | $193,196 | $0 | $0 | $3,703 | $5,862 | $40,021 | $77,688 | $2,691 | $5,223 | $145,940 | $281,969 | $0 | $0 |
| MARIO RODRIQUEZ | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $59,520 | $188,480 | $0 | $0 | $21,456 | $65,657 | $19,545 | $61,892 | $1,899 | $6,015 | $102,420 | $322,044 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (10 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $3,085 | $3,085 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $27,618 | $27,618 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $85,133 | $85,133 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $8,645 | $8,645 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $37,876 | $37,876 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $119,416 | $119,416 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $16,193 | $16,193 | Yes (1) | Yes (1) | Yes (1) |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $1,573 | $1,573 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $8,896 | $8,896 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $245,153 | $245,153 | Yes (1) | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $553,588 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD IS APPOINTED BY THE BARGAINING ORGANIZATIONS, 50% BY THE EMPLOYERS AND 50% BY THE UNION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE RETURN IS AVAILABLE, IT IS PROVIDED TO MANAGEMENT FOR REVIEW BEFORE BEING PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION DOES REQUIRE ANNUAL DISCLOSURES FOR POTENTIAL CONFLICTS OF INTEREST OF ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST, WHICH ARE REVIEWED BY THE ORGANIZATION. THE AFFECTED TRUSTEE OR EMPLOYEE MUST CEASE PARTICIPATION IN THE DECISION OR TRANSACTION UNTIL IT IS DETERMINED THAT THE AFFECTED TRUSTEE OR EMPLOYEE MAY CONTINUE TO PARTICIPATE IN THE DECISION OR TRANSACTION. POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE ALSO REVIEWED FOR COMPLIANCE WITH ERISA REQUIREMENTS. THE ORGANIZATION DOES REQUIRE FULL DISCLOSURE FOR POTENTIAL CONFLICTS OF INTEREST WHEN CONDUCTING SEARCHES FOR NEW VENDORS AND SERVICE PROVIDERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE PLAN AND TRUST DOCUMENTS AND SUMMARY ANNUAL REPORT ARE ON THE WEBSITE AND AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION A | THE FOLLOWING TRUSTEES ARE COMPENSATED BY A NON-PROFIT RELATED ORGANIZATION AND COMPENSATION INFORMATION WILL BE MADE AVAILABLE UPON REQUEST. JOHN T. FULTZ, UNION TRUSTEE - SECRETARY PATRICK M. GALLAGHER, UNION TRUSTEE - ASST. SECRETARY MARK KEFFELER, UNION TRUSTEE CLAY HERFORD, UNION TRUSTEE MICHAEL WEST, UNION TRUSTEE WILLIAM MULCONNERY, UNION TRUSTEE CHRISTOPHER O'NEILL, UNION TRUSTEE ANTHONY HOWELL, UNION TRUSTEE |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED THEIR PROCESS FOR THE OVERSIGHT OR THE SELECTION OF THE INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (53 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| BOILERMAKERS LOCAL 1 | ||||||||
| SOUTHEAST DISTRICT LODGE 3 | ||||||||
| BOILERMAKERS L 4 NAVAJO NATION | ||||||||
| BOILERMAKERS LOCAL 5 | ||||||||
| BOILERMAKERS LOCAL 11 | ||||||||
| BOILERMAKERS LOCAL 13 | ||||||||
| BOILERMAKERS LOCAL 26 | ||||||||
| BOILERMAKERS LOCAL 27 | ||||||||
| BOILERMAKERS LOCAL 28 | ||||||||
| BOILERMAKERS LOCAL 29 | ||||||||
| BOILERMAKERS LOCAL 40 | ||||||||
| BOILERMAKERS LOCAL 45 | ||||||||
| BOILERMAKERS DISTRICT 57 | ||||||||
| BOILERMAKERS LOCAL 60 | ||||||||
| BOILERMAKERS LOCAL 83 | ||||||||
| BOILERMAKERS LOCAL 85 | ||||||||
| BOILERMAKERS LOCAL 92 | ||||||||
| BOILERMAKERS LOCAL 101 | ||||||||
| BOILERMAKERS LOCAL 105 | ||||||||
| BOILERMAKERS LOCAL 107 | ||||||||
| BOILERMAKERS LOCAL 108 | ||||||||
| BOILERMAKERS LOCAL 154 | ||||||||
| BOILERMAKERS LOCAL 169 | ||||||||
| BOILERMAKERS LOCAL 237 | ||||||||
| BOILERMAKERS LOCAL 242 | ||||||||
| BOILERMAKERS LOCAL 363 | ||||||||
| BOILERMAKERS LOCAL 374 | ||||||||
| BOILERMAKERS LOCAL 433 | ||||||||
| BOILERMAKER LOCAL 455 | ||||||||
| BOILERMAKERS LOCAL 502 | ||||||||
| BOILERMAKERS LOCAL 549 | ||||||||
| BOILERMAKERS LOCAL 627 | ||||||||
| BOILERMAKERS LOCAL 647 | ||||||||
| BOILERMAKERS LOCAL 667 | ||||||||
| BOILERMAKERS LOCAL 693 | ||||||||
| BOILERMAKERS LOCAL 744 | ||||||||
| LOCAL 1 T&E FUND | ||||||||
| LOCAL 107 DEVELOP & TRAINING | ||||||||
| WESTERN STATES JAC | ||||||||
| BM L 549 APPR & TRAIN FUND | ||||||||
| L374 DEVELOP AND TRAINING FUND | ||||||||
| LOCAL 85 JOINT TRAINING & EDUC | ||||||||
| GREAT LAKES AREA APPR FUND | ||||||||
| LONE STAR DISTRICT LODGE | ||||||||
| BOILERMAKERS DISTRICT 5 | ||||||||
| SOUTHEASTERN AREA JNT APPR COM | ||||||||
| LOCAL 647 DEV & TRAINING FUND | ||||||||
| NORTHEASTERN AREA APPR FUND | ||||||||
| BNAP ADMINISTRATIVE | ||||||||
| CITY OF LOS ANGELES | ||||||||
| MOST | ||||||||
| BOILERMAKER - BLACKSMITH NATIONAL PENSION TRUST | ||||||||
| 12200 N AMBASSADOR DRIVE SUITE 326 | KANSAS | MO | 64163 | 486168020 | PENSION BENEFITS | MO | 401(A) | 0 |
| BOILERMAKERS NATIONAL ANNUITY TRUST | ||||||||
| 12200 N AMBASSADOR DRIVE SUITE 326 | KANSAS | MO | 64163 | 481029345 | DEFINED CONTRIBUTION BENEFITS | MO | 401(A) | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (29 entries)
| ATI SERVICES LLC |
| ADIRONDACK MECH SERVICES LLC |
| ADVANCED PROJECT CONTROLS |
| ALLOY CLADDING COMPANY LLC |
| ARCH FABRICATING LLC |
| BEC SERVICE LLC |
| CONSTRUCTION & TURNAROUND SERV |
| FRESH MEADOW POWER LLC |
| FRESH MEADOW POWER NE LLC |
| GREAT ARROW BUILDERS |
| GIBRALTAR CHIMNEY INT'L |
| GRACON LLC |
| HAYES MECHANICAL |
| ICON MECHANICAL CONST & ENG |
| JH KELLY LLC |
| LUCKY MECHANICAL LLC |
| PALMER CONTRACTORS LLC |
| PLIBRICO COMPANY LLC |
| SOUTHERN ILLINOIS BOILER |
| STAR MECHANICAL CONTRACTORS |
| STERLING BOILER & MECH LLC |
| UNITED TECHNICAL SERVICES LLC |
| VULCAN IND CONTRACTORS CO LLC |
| WASTE TREATMENT COMPLETION CO |
| AZZ WSI LLC |
| BOILEROOM FABRICATION LLC |
| GUBMK |
| NORMINN INDUSTRIAL LLC |
| TURNER INDUSTRIAL MAINTENANCE |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (263 entries)
| BOILERMAKERS LOCAL 454 |
| AECON TECHNICAL SERVICES INC |
| AECOM INDUSTRIAL MAINTENANCE |
| ALBERICI CONSTRUCTORS |
| ALLIANCE CONSTRUCTORS |
| ALLIED POWER SERVICES LLC |
| ARB INC |
| ATLANTIC PLANT MAINTENANCE |
| ATLAS BOILER & WELDING CO |
| T BAILEY INC |
| GD BARRI & ASSOCIATES INC |
| 3B SERVICES INC |
| BRAHMA INDUSTRIAL SERVICES INC |
| CALIFORNIA SPECTRA INSTR |
| CHATTANOOGA BOILER & TANK |
| CHERNE CONTRACTING CORP |
| CBI SERVICES LLC |
| CHUGACH FEDERAL SOLUTIONS |
| CH MURPHY CLARK ULLMAN INC |
| APCOMPOWER INC |
| COMMON ARC CORPORATION |
| COMMONWEALTH CONSTRUCTORS INC |
| CONTRACTORS CARGO CO |
| CRUISE BOILER & REPAIR CO INC |
| DKM CONSTRUCTION INC |
| DAVIS PICKERING & COMPANY INC |
| DELTA NOOTER INC |
| DETROIT BOILER COMPANY |
| ERSHIGS INC |
| FLUOR MAINTENANCE SERVICES |
| GRP WEGMAN COMPANY |
| GEM INDUSTRIAL INC |
| GRAE CON PROCESS PIPING |
| GREAT LAKES POWER INC |
| HAMON CUSTODIS INC |
| HENKELS & MC COY INC |
| HUDSON BOILER & TANK CO |
| HRI INC |
| IC CONTRACTORS INC |
| INDUSTRIAL POWER SYSTEMS INC |
| INDUSTRIAL CONTRACTORS SKANSKA |
| ICC COMMONWEALTH CORPORATION |
| JACOBS BOILER & MECH IND INC |
| JOHNSON CONTRACTORS INC |
| K&E FABRICATING CO INC |
| KELLEY STEEL ERECTORS INC |
| KERFORD LIMESTONE CO |
| KIEWIT POWER CONSTRUCTORS CO |
| KIRK & BLUM MFG CO |
| LARKIN ENTERPRISES INC |
| FRANK LILL & SON INC |
| LINTEC CORPORATION |
| LIPPERT MECHANICAL SERVICE |
| MAMMOET USA NORTH INC |
| MAMMOET NORTHERN USA INC |
| MCCARLS INC |
| MATRIX NAC |
| MECHANICAL TECHNOLOGIES INC |
| MECHANICAL SYSTEM SERVICES LLC |
| CR MEYER AND SONS COMPANY |
| MOLLENBERG BETZ INC |
| MUELLER FIELD OPERATIONS INC |
| NAES POWER CONTRACTORS PMR DIV |
| NAES POWER CONTRACTORS ABC DIV |
| NBW INC |
| CORVAL CONSTRUCTORS INC |
| NOOTER CONSTRUCTION CO |
| XCEL ENERGY (NSP - MN) |
| NEWPORT NEWS SHIPBUILDING |
| OWENS & PRIDGEN INC |
| PERFORMANCE MECHANICAL INC |
| POWER & COMBUSTION CO |
| PURVIS & FOSTER INC |
| RMF NOOTER INC |
| RAGAN MECHANICAL INC |
| REGIS MAINTENANCE CONTRACTORS |
| RIGGS DISTLER & CO |
| THE SMEDLEY COMPANY |
| SIEMENS GENERATION SERVICES CO |
| SOUTH SIDE WLDG & BLR WORKS |
| STEVENS ENGINEERS & CONSTRUCT |
| F M SYLVAN INC |
| SISTERSVILLE TANK WORKS INC |
| JT THORPE & SON INC |
| TJM METAL INDUSTRIES INC |
| TROY BOILER WORKS INC |
| TRSC INC |
| UST TESTING SERVICES INC |
| W&K WLDG & TANK ERECT INC |
| AECOM ENERGY & CONSTRUCTION |
| WITHERUP CONSTRUCTION CO INC |
| WALTER N YODER & SONS INC |
| AMEX NOOTER LLC |
| BARTON MALOW COMPANY |
| BRANDSAFWAY INDUSTRIES LLC |
| CP ENVIRONMENTAL LLC |
| CALCULATED CONTROLS |
| IPC LYDON |
| INDUSTRIAL SERVICES INC |
| WORLEY INDUSTRIAL SERVICES INC |
| MADISON INDUSTR SERVICES TEAM |
| MORSEY CONSTRUCTORS LLC |
| PCI ENERGY SERVICES LLC |
| PROFESSIONAL CONSTR SERV LLC |
| ROCKFORD CORPORATION |
| SAVANNAH RIVER NUCLEAR SOLUT |
| SPECIALTY WELD & TURNAROUNDS |
| STANTON MECHANICAL INC |
| BRANDSAFWAY SERVICES LLC |
| TURBINEPROS LLC |
| BROCK INDUSTRIAL SERVICES LLC |
| BHI ENERGY SPECIALTY SERV |
| WESTERN COMBUSTION LLC |
| WILLIAMS SPECIALTY SERV LLC |
| WILLIAMS PLANT SERV GROUP LLC |
| AP&F CONSTRUCTION |
| ADVANCED FIELD SERVICES |
| ADVANTAGE INDUSTRIAL SYS LLC |
| ARTCO FABRICATING USA LLC |
| BABCOCK & WILCOX CONST CO INC |
| BOILERWORKS INC |
| DEEP SOUTH CRANE & RIGGING LLC |
| WB FOSSON & SONS |
| GULF COAST IND MAINT LLC |
| HOLLY CONSTRUCTION CO INC |
| J&J GENERAL MAINTENANCE INC |
| LIQUIDMETAL COATING SOLUTIONS |
| NATIONAL STEEL CITY LLC |
| OMI INDUSTRIAL SERVICES LLC |
| PETROLEUM TECH SERVICES |
| POWER TECH SERVICES LLC |
| PULLMAN POWER LLC |
| RL TRAXLER & ASSOCIATES LLC |
| HI TECH WELD OVERLAY GROUP LLC |
| SBS CONSTRUCTORS INC |
| SCM SOLUTIONS LLC |
| SRL SERVICES LLC |
| APTIM SERVICES LLC |
| JJ WHITE INC |
| ALPHA MECHANICAL SERVICE INC |
| A&B WELDING & CONSTR INC |
| ALB INC |
| AMERICAN BOILER TANK & WLDG |
| ANCHOR MECHANICAL INC |
| ANDEE BOILER & WELDING CO |
| APOLLO MECHANICALSHEET METAL |
| API INC |
| ASHTON AND COMPANY INC |
| ACMS GROUP INC |
| AVALOTIS CORPORATION |
| AZCO INC |
| BAY CITY BOILER & ENGR CO INC |
| BARNARD OF NEVADA INC |
| BOILERMATIC WELDING INDUST INC |
| BOLDT COMPANY |
| BOWEN ENGINEERING CORP |
| INSTEEL LLC |
| BRADLEY SCIOCCHETTI INC |
| BRAGG CRANE & RIGGING CO |
| BRAYCO INC |
| BURNN BOILER & MECHANICAL INC |
| CADY AQUASTORE INC |
| CENTRAL MAINTENANCE & WLDG |
| CHAMPION PAINTING SPEC SERVICE |
| CHAPMAN CORPORATION |
| CHESTER POOL SYSTEMS INC |
| CLEVELAND ELECTRIC COMPANY |
| COMMERCIAL CONSTRUCTION INC |
| CONSOLIDATED MECHANICAL INC |
| CONTINENTAL STEEL TANK CO INC |
| CORE MECHANICAL INC |
| DETROIT METRO MECHANICAL INC |
| DDJ CONSTRUCTION WELDING INC |
| EARLY CONSTRUCTION CO |
| EAST COAST WLDG & CONSTR CO |
| EDWARDS ENGINEERING |
| EGAN COMPANY |
| ELECTRICAL ENERGY SERV INC |
| ENERFAB POWER & INDUSTRIAL INC |
| F&B STEEL ERECTORS INC |
| FEWER BOILER INC |
| FISHER TANK CO |
| FOREST CITY ERECTORS INC |
| FREITAG WEINHARDT INC |
| WW GAY MECHANICAL CONTRACTOR |
| GEMMA POWER SYSTEMS LLC |
| GILLESPIE & POWERS INC |
| GLASROCK PRODUCTS INC |
| GLOBAL SCAFFOLD CONSTR SVCS |
| GRAYCOR IND CONSTRUCTORS |
| GRIBBINS INSULATION COMPANY |
| WO GRUBB STEEL ERECTION INC |
| HARDER MECHANICAL CONTR INC |
| HENSON ROBINSON COMPANY |
| HOHL INDUSTRIAL SERVICES INC |
| INDEPENDENT MECHANICAL IND |
| JAFFA CONSTRUCTION INC |
| JAMAR COMPANY |
| JENESIS INDUSTRIAL GROUP INC |
| JERSEY TANK FABRICATORS INC |
| KENNEDY TANK & MFG CO INC |
| KEY WEST METAL INDUSTRIES |
| LAKEHEAD CONSTRUCTORS INC |
| LINCOLN MANUFACTURING INC |
| LOCKE AMI LLC |
| LYNN LEFEVRE WELDING |
| M&M WELDING AND FABR INC |
| MC INDUSTRIAL INC |
| MCABEE CONSTRUCTION INC |
| MCGRAWKOKOSING |
| MILETTA BROTHERS INC |
| MI DE CON INC |
| MID AMERICAN GUNITE |
| MID MOUNTAIN BOILER & STEAM IN |
| MILLCO MECHANICAL INC |
| MILLER INDUSTR SERV TEAMS INC |
| MILLER MECHANICAL SERVICES |
| MONARCH WELDING & ENG INC |
| MOORHEAD MACHINERY & BOILER CO |
| MORRISON CONSTRUCTION CO |
| MUNROE INC |
| MURPHY COMPANY |
| MVN ASSOCIATES |
| DAY & ZIMMERMANN |
| NATIONAL FILTER MEDIA |
| NEW AGE FASTENING SYSTEMS INC |
| NOLAN BOILER & TANK SERV |
| NORTHERN HORIZONS SOLWAY INC |
| NB PROCESSING |
| OCONNOR CORPORATION |
| ORBIS INC |
| OTONE MECHANICAL CONSTRUCTION |
| PACIFIC TANK & CONSTRUCTION |
| PBBS EQUIPMENT CORPORATION |
| BMWC CONSTRUCTORS INC |
| PIONEER PIPE INC |
| PIPING & EQUIPMENT CO INC |
| PLANT SERVICES GROUP INC |
| POPHAM MECHANICAL CONTRACTORS |
| POWER MECHANICAL SERVICES INC |
| POWER SOURCE SERVICES INC |
| PROJECTILE TUBE CLEANING INC |
| RCR SERVICES INC |
| RECO CONSTRUCTORS INC |
| PROJECT CONTROL SERVICES |
| R W LAPINE INC |
| SCHECK MECHANICAL CORPORATION |
| BLUE PEAKS INDUSTRIAL LLC |
| SIMAKAS COMPANY INC |
| SONGER SERVICES INC |
| STACK BROTHERS |
| THE NEW GENERATION (TNG) |
| TECHNICAL ERECTORS INC |
| TRI RIVERS WELDING INC |
| TWIN WIRE ARC INC |
| UNION TANK ERECTION INC |
| UNITED CONSTRUCTION CO INC |
| US TANK & MECHANICAL SERVICES |
| WELDTECH SERVICES INC |
| WESTERN BLOW PIPE CO |
| WILTSIE CONSTRUCTION CO INC |
| WINBCO TANK COMPANY |
| WRIGLEY MECHANICAL INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| RELATED ORGANIZATIONS THAT NO TAX CLASSIFICATION WAS GIVEN FOR: | ACCO ENGINEERED SYSTEMS AECOM POWER E&C INC. AIRCO POWER SERVICES INC AMERICAN COMBUSTION SERV INC AMERICAN TANK & VESSELS INC AMS MECHANICAL SYSTEMS INC ASSOCIATED TANK CONSTRUCTORS BADGER LABOR SERVICES LLC BAY SHIPBUILDING CORP COMPLETE MECHANICAL PIPING COMPREHENSIVE CONSTR SOLUTIONS DUTCHESS COUNTY CONSTRUCTORS EASCO BOILER CORP FLUOR CONSTRUCTORS INTL INC GIVOO J CONSULTANTS INC HELFRICH BROS BOILER WORKS INC INTERNATIONAL SHEET METAL IRONWORKS INC JETT INDUSTRIES MECHANICAL ADVANTAGE CONST ME&I CONSTRUCTION SERV INC MILCO NATIONAL CONSTRUCTORS MINNOTTE CONTRACTING D&Z NPT WELDING LLC PREFERRED MAINTENANCE & CONST QA SUPPORT LP RICHMOND COUNTY CONSTRUCTORS ROGER & SONS CONSTRUCTION INC SAVANNAH RIVER REMEDIATION SCHULTZ INDUSTRIAL SERV INC SPECIAL INSTALLATIONS INC SULZER TOWER FIELD SERVICE CA TREVIICOS NICHOLSON JT VENTURE UPS INDUSTRIAL SERVICES OF CA WELLSVILLE CONSTRUCTION CO LLC |
| RELATED ORGANIZATION AS AN INDIVIDUAL OR SOLE PROPRIETOR: | CRAWFORD BOILER & ENGINEERING MINNOTTE CONTR & ERECT CORP TITAN CONSTRUCTION LLC |